AdvisorOS Directory
Claim Profile
Unclaimed Profile
TO

Thomas Henry Oliver

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·SCOTTSDALE, Arizona
SIE, Series 7, Series 24, Series 63UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ 85258CRD# 867696Firm CRD# 20804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Henry Oliver · SCOTTSDALE, AZ
Registration
CRD #867696 · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD 20804 · SEC 801-57198
AUM
$9.3B
Regulatory assets under management
Employees
570
43,221 client accounts
Services offered by UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER →
Introduction

Speak with Thomas Henry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas Henry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Thomas Henry Oliver offer?
Thomas Henry Oliver specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Thomas Henry Oliver's credentials?
Thomas Henry Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Henry Oliver located?
Thomas Henry Oliver is based in SCOTTSDALE, Arizona, working with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Thomas Henry Oliver charge for services?
Thomas Henry Oliver's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER?
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER has approximately 570 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Dave B Hauer
SCOTTSDALE, AZ
David Alan Shindel
SCOTTSDALE, AZ
Sheila June Cuffari-Agasi
SCOTTSDALE, AZ
Chad Travis Shindel
SCOTTSDALE, AZ
Jeannette Ann Vernia
SCOTTSDALE, AZ
Kenneth William Jr Oliverio
SCOTTSDALE, AZ

More Advisors in SCOTTSDALE, Arizona

Bradley James Haines
JUNCTURE WEALTH STRATEGIES, LLC·SCOTTSDALE, AZ
Ronald Lee Shurts
SHURWEST ASSET MANAGEMENT, LLC·SCOTTSDALE, AZ
Christopher David Carnal
PROTECTIVE WEALTH MANAGEMENT, LLC·SCOTTSDALE, AZ
Philip Sargent Taylor
VOLUNTARY BENEFITS ADVISORY NETWORK, LLC·SCOTTSDALE, AZ
John Alan Bagley
STRATEGIC WEALTH ADVISORS, LLC·SCOTTSDALE, AZ
David A Jeffress
SENET CAPITAL MANAGEMENT, LLC·SCOTTSDALE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile